Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gordon is a financial advisor with Cetera Investment Advisers LLC, where he has been working since June 2023. Prior to joining Cetera, Scott has worked in the financial industry since May 2015. Scott is a licensed investment advisor in California and is registered as a broker-dealer in various states, including Arizona, California, Idaho, Minnesota, Montana, Nevada, New Mexico, Oregon and Washington. He also holds Series 7 and Series 66 securities licenses. Scott has a strong background in wealth management and planning, and his expertise includes portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Scott offers various services including financial planning, educational seminars and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
CA
09/26/2017 - 09/27/2019
WELLS FARGO CLEARING SERVICES, LLC (DAVIS CA)
CA
06/01/2015 - 09/28/2017
MORGAN STANLEY (SACRAMENTO CA)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Gordon is the right advisor for you? Invested Better is here to help.
